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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
876
Boston Financial Management
Boston Financial Management
Massachusetts
$38.2M -$354K 6 4.91% Reduced
877
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$37.7M -$27.3M 7 1.1% Reduced
878
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$37.5M -$7.74M 4 2.78% Reduced
879
VCM
Violich Capital Management
California
$37.4M +$77.4K 4 12.22% Increased
880
Badgley, Phelps & Bell
Badgley, Phelps & Bell
Washington
$37.4M -$796K 5 3.65% Reduced
881
First Mercantile Trust
First Mercantile Trust
Tennessee
$37.3M -$2.1M 8 3.19% Reduced
882
Personal Capital Advisors
Personal Capital Advisors
California
$37.1M +$3.51M 5 2.57% Increased
883
PVH
Psagot Value Holdings
Israel
$37.1M -$170K 4 1.18% Reduced
884
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$37.1M +$70.8K 2 5.72% Increased
885
Cacti Asset Management
Cacti Asset Management
Georgia
$37.1M +$248K 2 4% Increased
886
IG
Ithaka Group
Virginia
$37M -$3.12M 3 6.22% Reduced
887
Think Investments
Think Investments
California
$36.9M $0 1 11.01% Maintained
888
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$36.8M +$138K 7 6.24% Increased
889
TWI
Thomas White International
Illinois
$36.7M +$33.6M 5 4.91% Increased
890
Pillar Pacific Capital Management
Pillar Pacific Capital Management
California
$36.6M +$3.38M 7 6.33% Increased
891
BFO
Boston Family Office
Massachusetts
$36.3M -$3.22M 8 4.57% Reduced
892
Woodstock Corp
Woodstock Corp
Massachusetts
$36.2M -$133K 6 6.82% Reduced
893
North Star Asset Management
North Star Asset Management
Wisconsin
$36.2M -$609K 5 4.11% Reduced
894
WA
Wintergreen Advisers
New Jersey
$36.1M -$50.8K 1 6.82% Reduced
895
Insight Holdings Group
Insight Holdings Group
New York
$36.1M $0 1 15.69% Maintained
896
DS
Dalal Street
Texas
$36M -$777 1 7.59% Reduced
897
Maryland Capital Management
Maryland Capital Management
Maryland
$35.9M +$1.41M 5 5.58% Increased
898
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$35.8M -$2.77M 5 3.93% Reduced
899
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$35.6M -$117K 2 6.92% Reduced
900
Davidson Investment Advisors
Davidson Investment Advisors
Montana
$35.6M +$2.35M 4 5.35% Increased